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Need RetainTotal for PrimeInvOriginalItems MailMerge

There is no mailmerge field for Retainage Totals only the CurrentRetainTotal. If this could be added that would be great as our architects look at this. Thanks!
Rachel Betts 6 days ago in Prime Invoices 0 Needs review

Add due date field to Prime Invoice items and sub invoices

Hello, I am requesting that the Due Date field on bills/sub invoices (Payment Due field label on each) be on display within Prime Invoice items. It would also be helpful to have the same field displayed within the sub invoice list (Payment Due is ...
Trevor Moldenhauer 7 days ago in Prime Invoices 0 Needs review

'Prime Contract Invoice Wizard' - view by Owner Code

It would be great to have the feature within the 'prime contract invoice wizard' to be able to fill out the 'Current Work' or 'Current Stored' or 'Complete' percentage by Owner Code, Currently on the "add prime contract original items and COs" you...
Joe Corcoran about 2 months ago in Prime Invoices 0 Future consideration

Master Code List Available for Every Project

Make the Master Cost Codes already available for every project so that they don't have to be imported everytime a new project/prime invoice is created.
Kristeen Killough 22 days ago in Job Cost Codes 0 Future consideration

Only allow estimates with an "approved" status to be added to prime contract

This idea would ideally build upon idea "SAGECM-I-33". Currently, an estimate with any status, including draft, may be added to a prime contract. Ideally, an estimate would undergo a review/approval via a system-defined workflow. Per "SAGECM-I-33"...
Carl Lyles about 1 year ago in Contracts and Procurement Workflow / Estimating, RFP, Proposals (Pre-Construction) / Prime Contract Setup Wizards (Includes Project Setup Wizard) 2 Future consideration

Create Prime Invoice by Owner Code

It would be very helpful to be able to create a prime invoice by owner code instead of cost code. Sometimes there are several items within one owner code and it would be very helpful to see them all grouped together when creating the prime invoice...
Guest 6 months ago in Prime Invoices 4 Already exists

Sync down the SCM SOV by line item to SIC

Posting the SCM, SOV down to Sage Intacct's project contract lines using the line items, and not grouping by cost/ owner/ division/ major codes, would benefit the client in the following ways. Client will be able to apply CO to the SOV task with...
Patrick Sheppard 29 days ago in Accounting Link for Sage Intacct / Prime Contracts / Prime Invoices 1 Future consideration

Prime Invoice Grouped by Owner Code

For both Cost plus contract types types could another option be added for grouping Cost plus Prime Invoices by Owner Code After the planned Feb2025 update it would be the only summing/grouping type that wouldn't have both options. Merge table/fiel...
Tim Smith 7 months ago in Cost Plus With GMP / Cost Plus Without GMP / Prime Invoices 0 Future consideration

Convert estimate to project (rather than whole lead)

Client has many estimates for a single customer. They don't want to create a new lead for every potential opportunity for a customer. Instead want to convert each estimate separately.
Matthew Carlisle 3 months ago in Estimating, RFP, Proposals (Pre-Construction) / Leads (Active or Intactive) / Prime Contract Setup Wizards (Includes Project Setup Wizard) 1 Future consideration

Sage 300 Contract and Billing interface-only interface with JC, eliminate contracts

The linking to the contracts in Sage 300 is very choppy and the Prime Invoice data that posts to one contract line item doesn't provide useful information. There is no need to link to the contract or contract items in S300, if SCM can just link to...
Guest 3 months ago in Accounting Link for Sage 300 CRE / Prime Invoices 1 Future consideration